Sterling Capital Management’s Silvercrest Asset Management SAMG Stock Holding History

Sterling Capital Management’s Portfolio SAMG Stock Details SAMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.3K	Sell	123 -1	-0.8%	-$10	﹤0.01%	3176
2026 Q2	$1.25K	Sell	124 -104	-46%	-$1.27K	﹤0.01%	3095
2026 Q1	$3.06K	Sell	228 -169	-43%	-$2.51K	﹤0.01%	2888
2025 Q4	$6.03K	Sell	397 -145	-27%	-$2.1K	﹤0.01%	2825
2025 Q3	$8.54K	Buy	542 +273	+101%	+$4.45K	﹤0.01%	2577
2025 Q2	$4.27K	Buy	269 +105	+64%	+$1.59K	﹤0.01%	2594
2025 Q1	$2.68K	Sell	164 -159	-49%	-$2.83K	﹤0.01%	2472
2024 Q4	$5.94K	Buy	323 +293	+977%	+$5.2K	﹤0.01%	2380
2024 Q3	$517	Buy	+30	New	+$484	﹤0.01%	2856

Other funds holding SAMG

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $146M AUM 24.42% 1-Year Est. Return

Sterling Capital Management's SAMG Position: Q3 2026 in Review

Sterling Capital Management reduced its Silvercrest Asset Management (SAMG) stake by 0.81% in Q3 2026, selling an estimated $10 and leaving 123 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Sterling Capital Management first reported a position in SAMG in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.54K in Q3 2025. 22 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

Sterling Capital Management held 123 shares of Silvercrest Asset Management worth $1.3K as of Q3 2026.
Sterling Capital Management sold 1 Silvercrest Asset Management share in Q3 2026, an estimated $10.
Silvercrest Asset Management made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #3176 holding.
Sterling Capital Management first reported a position in Silvercrest Asset Management in Q3 2024 and has held it in 9 quarters since.
Sterling Capital Management's Silvercrest Asset Management position peaked at $8.54K in Q3 2025.
22 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.